-
Merged: Please fix Pipedrive Sync of email, calendar, and contacts
This discussion has been merged.
-
Search by Pipedrive ID
It would be great if we could jump directly to a deal based off of it's ID number instead of having to change it in the URL. We use the ID# for our quotes and when someone gives me a quote number it would be awesome to be able to jump right to it.
-
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
-
Create duplicate goals or reports
It would be great if we could duplicate a report or goal so that we don't have to do everything multiple times. For instance, if i create a monthly goal for a Sales, i need to do this twelve times to create their sales target. I would rather just duplicate it and change the period so that i don't have to change all the…
-
Adding new deal Dialogue view
It would be nice if default fields such as probability and expected close date could be removed from the add deal dialogue because when a receptionist is creating a new deal it would be nice to only display the bare minimum fields that they need to fill out rather than having to leave some fields blank. If those fields are…
-
Projects: 'Tasks' Showing in users activity tabs & the ability to add documents to 'tasks
Hi, Ideally when creating tasks across various clients to internal members/assignees, the task would show on that assignees activities tab so we can keep a track on what is required by who for what client. At the moment it looks as though you'd have to go into each individual 'project' to see if you had upcoming tasks…
-
RTL languages for lead booster web forms
Hi. I've been waiting quite a long time to see lead booster web forms support RTL languages (Arabic/Hebrew). I'm sure such an improvement would benefit many users.
-
Webforms
Regarding the webforms within Pipedrive itself. Is it possible it be set up in a way were it can capture attachment also?
-
Please give us back the old label colors
Please change the label colors back to the way they were...!
-
Insights - need some management options
We are using insights/reports quite extensively. It's getting to the point where they're hardly manageable. For reference, I have >200 reports divided into ~30 dashboards and it's growing. In order not to drown in them the following features would be very welcome: * selecting and deleting multiple reports at once *…
-
INSIGHTS: Has been filter
Add the "Has Been in" filter option for deal stages and other filters. Currently, you can filter deals in the deal view by using "Has been in", but this is not possible in the insights. I.e. I want to track the number of deals that went through a certain stage before being marked as won. Not all deals go through that stage.
-
Feedback on Messaging Beta
Hello, we'd like to give a quick feedback & some ieas on the current Messaging Beta including Twilio for Whatsapp. As we communicate through WhatsApp a lot, we're really in need for a solution to link the chats to our deals and make the process as much automated as we can. We tried your Messaging Beta, but sadly had to…
-
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
-
Sales Assistant Notification in App
Sales Assistant Notification in App. Specifically, email and link impressions notification, detailed as is within the browser with the light bulb. I myself use browser more on ipad and mac vs the app on my iphone. I would assume that you dont having a large amount of average daily users. App is not the most useful if you…
-
Displaying the selected period for shared dashboards
Hey Pipedrive Team! When a dashboard has a period set, this period is reflected in the shared version of the dashboard – however, the meta-text on the embedded reports isn't updated. For example, in a dashboard that has its period set to "This Week" and that contains reports where data is restricted to a particular…
-
Merged: Google Meet Integration +1
This discussion has been merged.
-
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
-
API for Lead Conversion?
Are there any plans to create an API we can use to fetch conversion rate? I'm trying to integrate pipedrive into my in-house software, but we have no way to get conversion rate on leads for reporting. Has anyone found any solution to extract conversion rate on leads? It would also be nice to get conversion rate on deals.
-
"Product Amount HT" Tag in Smart Docs
Hi, Could you code a "Product Amount HT" Tag in Smart Docs ? This is a important tag to display the products lines in B2B proposal. Thanks
-
Envoi d'un bon de commande - demande de signature
Bonjour, Serait-il possible de prévoir dans la prochaine version de Pipedrive la possibilité d'envoyer un même contrat à deux personnes ? Dont une avec demande de signature, ET La 2ème, en consultation, non signataire, à savoir uniquement en copie du bon de commande. Merci beaucoup et bonne fin d'après midi. Jacques
-
Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
-
Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
-
[Feature request] Pipeline views which show only selected stages of a pipeline
Hello, it would be great to have something like Pipeline Views, which would allow us to select visible stages of a pipeline. For example - our current pipeline has 12 stages but our teammates responsible for invoicing don't really need to see what's going on in stages 1-9, they only need to see stages 10,11,12. Coworkers…
-
Hide Plan Panel
Hi, there should be an option to disable or to hide this feature. It is always shown and defocuses because we currently do not use it: Regards Holger
-
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
-
Pushing Upgrades - Not Nescessary
I don't mind upgrading systems and trialing new software, but I don't want to be hammered with having to use Projects and have dialogs pushing my users to use a tool we do not want to engage with. The latest deal view includes an option to convert a deal to a project, as we do not use this feature I would like to suggest…
-
It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
-
Re-assigning emails to another deal
Sometimes emails to to the wrong deal and when I'm in a deal that has an email that does not below there there is no way to change that email to another deal. Currently it can be unlinked from the current deal but there is no way to put it to another deal. I put it to another deal I would need to search through thousands…
-
Add new field for template - Deal Specific Email
It would be great to add the deal specific email as a field for templated emails. We refer certain candidates to a finance partner. That partner has their own CRM system that generates emails to our candidates that I am copied on. Currently, I have to manually forward each response to the deal specific email to tag it to…
-
Differents plan's level for one company
It could be interesting to have different plan's level for the same company. Indeed, a sales manager does not have the same need concerning the CRM compare to a sales engineer (especially concerning KPI scalculation)